🔍
J.P. Morgan Online Investing Review (formerly Chase You Invest) — TUTORIAL INCLUDED - YouTube
Channel: unknown
[0]
hey everyone i'm shannon a staff writer
[2]
for finder
[3]
and today we're going to show you how to
[6]
use the chase
[7]
you invest find investments tool
[10]
but first here's a quick look at the
[12]
chase umbest platform
[17]
chase you invest has two main services
[20]
you invest trade which is a
[22]
self-directed brokerage account
[23]
and you invest portfolios which is a
[25]
robo-advisor
[27]
the pairing of these two services means
[29]
that chase can cater to both active and
[31]
passive investors
[36]
you can open a you invest trade account
[39]
with any amount
[40]
and there are no commissions on stocks
[42]
or bonds although a 65 cent fee
[44]
does apply to options trades to open a
[47]
um best portfolios account
[49]
you'll need a minimum investment of 500
[52]
and the annual management fee sits at
[55]
0.35 percent
[56]
which falls within the range that we
[58]
normally see for robo advisors
[59]
[Music]
[63]
chase you invest is a good fit for new
[66]
investors
[66]
seeking a straightforward platform but
[69]
experienced investors
[71]
may be frustrated by the platform's lack
[73]
of sophisticated research tools
[74]
the platform also doesn't offer access
[76]
to futures forex
[78]
or cryptocurrency so investors looking
[81]
to trade those securities will need to
[82]
look elsewhere
[83]
one of the platform's standout features
[85]
is its fine investments tool
[87]
which is designed to help you find
[89]
investments from your brokerage account
[91]
the tool has over 30 different filters
[93]
that can be applied
[94]
to help you find the investment that
[96]
best fits your criteria
[98]
let's take a look at how the tool works
[100]
from your chase you invest account
[102]
click on the investments tab at the top
[104]
of the page
[105]
from the drop-down menu click on find
[108]
investments
[109]
you can use the find investments tool to
[111]
look for mutual funds
[113]
etfs or stocks in this example we'll
[116]
take a look at ets
[119]
under the quick find tab you can apply
[121]
daily volume filters
[122]
select a fund category or pick an etf
[126]
sponsor
[128]
can also filter by morningstar risk
[129]
rating which is a rating of one to five
[132]
stars
[132]
that ranks the historical market
[134]
performance of funds and etfs
[136]
the higher the rating the better the
[138]
fund's performance under portfolio
[140]
details
[140]
you can narrow your results by
[142]
percentage of assets dividend frequency
[145]
and number of holdings and under returns
[149]
you can filter results by average annual
[151]
return
[152]
here we limited our results to etfs with
[155]
an average
[156]
one-year return of at least five percent
[159]
below that
[160]
we set our five-year return at a minimum
[162]
of ten percent
[163]
in the lower right corner you'll see the
[166]
number of etfs that match the filters
[167]
you've set
[169]
once you're happy with your filters
[171]
click see results
[174]
so now you'll be given a list of the
[176]
funds that match your filters
[178]
you'll see the name of the fund the one
[180]
and five year rate of return
[182]
the fund category expense ratio and the
[185]
fund price
[187]
to learn more about a fund click on the
[189]
fund name
[191]
this brings up an in-depth analysis of
[193]
the fund
[195]
under the historical tab you can view
[197]
the fund's historical data by day
[199]
week or month under the chart tab
[203]
you'll get an interactive technical
[204]
analysis chart that you can use to track
[206]
the fund's highs
[207]
and lows over a set period of time
[211]
the default time range is set to one
[213]
year but you can select any time frame
[215]
you'd like
[216]
from one day to 10 years
[219]
back in the overview tab you can scroll
[221]
down to see a morningstar equity style
[223]
map
[224]
etf characteristics top holdings the
[227]
fund's portfolio composition
[229]
and historical performance metrics
[233]
once you're done viewing the data for
[234]
the fund you've selected just click the
[236]
x at the top of the screen
[238]
to be taken back to the list of funds
[241]
after you've found a fund that you'd
[242]
like to add to your portfolio
[244]
click the trade button at the top of the
[246]
window
[247]
from here all you have to do is select
[250]
the action you'd like to take
[251]
in this case buy select your order type
[255]
enter the quantity you'd like to
[256]
purchase and select whether you would
[259]
like to execute a day
[260]
or on close order to submit the order
[264]
click preview to review your order
[266]
details
[278]
and click place order to submit the
[280]
order for processing
[282]
you can read the full review of chase
[284]
you invest or compare other brokerage
[286]
account options
[287]
on finder.com like what you see don't
[290]
forget to hit the subscribe button
[292]
so that you'll know when new finder
[293]
videos drop thanks for watching
Most Recent Videos:
You can go back to the homepage right here: Homepage